The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COMMON STOCK 00287Y109 1,662 25,400 SH   DFND 1,2,3 25,400 0 0
ACCENTURE PLC CL A COMMON STOCK B4BNMY3 6,948 77,800 SH   DFND 1,2,3 77,800 0 0
ACE LTD COMMON STOCK B3BQMF6 5,743 49,990 SH   DFND 1,2,3 49,990 0 0
AES CORP (THE) COMMON STOCK 00130H105 50,775 3,687,400 SH   DFND 1,2,3 3,687,400 0 0
AFLAC INC COMMON STOCK 001055102 110 1,800 SH   DFND 1,2,3 1,800 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 10,005 89,300 SH   DFND 1,2,3 89,300 0 0
AIR PRODUCTS & CHEMICALS INC COMMON STOCK 009158106 995 6,900 SH   DFND 1,2,3 6,900 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 9,750 93,800 SH   DFND 1,2,3 93,800 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 3,672 105,595 SH   DFND 1,2,3 105,595 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 957 19,420 SH   DFND 1,2,3 19,420 0 0
AMAZON.COM INC COMMON STOCK 023135106 7,417 23,900 SH   DFND 1,2,3 23,900 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 44,347 1,999,400 SH   DFND 1,2,3 1,999,400 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 27,292 276,100 SH   DFND 1,2,3 276,100 0 0
AMERISOURCEBERGEN CORP COMMON STOCK 03073E105 884 9,800 SH   DFND 1,2,3 9,800 0 0
AON PLC CL A COMMON STOCK B5BT0K0 5,045 53,200 SH   DFND 1,2,3 53,200 0 0
APPLE INC COMMON STOCK 037833100 22,763 206,228 SH   DFND 1,2,3 206,228 0 0
ARCOS DORADOS HOLDINGS INC CL A COMMON STOCK B529PQ0 16,515 3,052,600 SH   DFND 1,2,3 3,052,600 0 0
ARTHUR J GALLAGHER & CO COMMON STOCK 363576109 998 21,200 SH   DFND 1,2,3 21,200 0 0
ASML HOLDING NV (USD) COMMON STOCK B908F01 3,778 35,040 SH   DFND 1,2,3 35,040 0 0
AT&T INC COMMON STOCK 00206R102 191 5,700 SH   DFND 1,2,3 5,700 0 0
AVAGO TECHNOLOGIES LTD COMMON STOCK B3WS2X9 19,323 192,100 SH   DFND 1,2,3 192,100 0 0
BANCO BRADESCO SA PN ADR COMMON STOCK 059460303 9,949 744,150 SH   DFND 1,2,3 744,150 0 0
BB&T CORPORATION COMMON STOCK 054937107 272 7,000 SH   DFND 1,2,3 7,000 0 0
BLACKROCK INC COMMON STOCK 09247X101 2,988 8,358 SH   DFND 1,2,3 8,358 0 0
BOEING CO COMMON STOCK 097023105 16,416 126,300 SH   DFND 1,2,3 126,300 0 0
BRF SA ON ADR COMMON STOCK 10552T107 1,560 66,800 SH   DFND 1,2,3 66,800 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 31,421 532,283 SH   DFND 1,2,3 532,283 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 3,510 81,000 SH   DFND 1,2,3 81,000 0 0
CAMECO CORP COMMON STOCK 13321L108 1,439 87,500 SH   DFND 1,2,3 87,500 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 93 3,000 SH   DFND 1,2,3 3,000 0 0
CATERPILLAR INC COMMON STOCK 149123101 9,881 107,950 SH   DFND 1,2,3 107,950 0 0
CELANESE CORPORATION SERIES A COMMON STOCK 150870103 150 2,500 SH   DFND 1,2,3 2,500 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR) COMMON STOCK 151290889 53,791 5,278,806 SH   DFND 1,2,3 5,278,806 0 0
CENOVUS ENERGY INC COMMON STOCK 15135U109 15,145 731,960 SH   DFND 1,2,3 731,960 0 0
CENTURYLINK INC COMMON STOCK 156700106 697 17,600 SH   DFND 1,2,3 17,600 0 0
CERNER CORPORATION COMMON STOCK 156782104 3,808 58,900 SH   DFND 1,2,3 58,900 0 0
CHEVRON CORP COMMON STOCK 166764100 40,582 361,762 SH   DFND 1,2,3 361,762 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 24,047 271,254 SH   DFND 1,2,3 271,254 0 0
COACH INC COMMON STOCK 189754104 124 3,300 SH   DFND 1,2,3 3,300 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F106 35,158 3,954,807 SH   DFND 1,2,3 3,954,807 0 0
COCA-COLA CO COMMON STOCK 191216100 874 20,700 SH   DFND 1,2,3 20,700 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 11,889 204,950 SH   DFND 1,2,3 204,950 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 16,689 241,665 SH   DFND 1,2,3 241,665 0 0
CRESCENT POINT ENERGY CORP COMMON STOCK 22576C101 973 41,900 SH   DFND 1,2,3 41,900 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 338 4,300 SH   DFND 1,2,3 4,300 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 3,258 71,600 SH   DFND 1,2,3 71,600 0 0
DANAHER CORP COMMON STOCK 235851102 21,033 245,400 SH   DFND 1,2,3 245,400 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 106 1,800 SH   DFND 1,2,3 1,800 0 0
DELPHI AUTOMOTIVE PLC COMMON STOCK B783TY6 20,420 280,800 SH   DFND 1,2,3 280,800 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK 5750355 7,863 260,081 SH   DFND 1,2,3 260,081 0 0
DISCOVERY COMMUNICATIONS CL C COMMON STOCK 25470F302 47 1,400 SH   DFND 1,2,3 1,400 0 0
DISCOVERY COMMUNICATIONS INC CL A COMMON STOCK 25470F104 48 1,400 SH   DFND 1,2,3 1,400 0 0
DOW CHEMICAL CO COMMON STOCK 260543103 214 4,700 SH   DFND 1,2,3 4,700 0 0
DREAMWORKS ANIMATION SKG INC CL A COMMON STOCK 26153C103 2,119 94,894 SH   DFND 1,2,3 94,894 0 0
DUKE ENERGY CORP COMMON STOCK 26441C204 276 3,300 SH   DFND 1,2,3 3,300 0 0
EATON CORP PLC COMMON STOCK B8KQN82 27,334 402,208 SH   DFND 1,2,3 402,208 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 511 7,800 SH   DFND 1,2,3 7,800 0 0
EMERSON ELECTRIC CO COMMON STOCK 291011104 188 3,040 SH   DFND 1,2,3 3,040 0 0
ENBRIDGE INC COMMON STOCK 29250N105 19,421 376,600 SH   DFND 1,2,3 376,600 0 0
ENERSIS SA ADR COMMON STOCK 29274F104 28,969 1,807,185 SH   DFND 1,2,3 1,807,185 0 0
ENSCO PLC CL A COMMON STOCK B4VLR19 10,264 342,700 SH   DFND 1,2,3 342,700 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 157 1,700 SH   DFND 1,2,3 1,700 0 0
EXPRESS SCRIPTS HOLDING CO COMMON STOCK 30219G108 5,681 67,100 SH   DFND 1,2,3 67,100 0 0
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 2,485 106,386 SH   DFND 1,2,3 106,386 0 0
FREESCALE SEMICONDUCTOR LTD COMMON STOCK B4349B0 5,170 204,900 SH   DFND 1,2,3 204,900 0 0
GANNETT CO INC COMMON STOCK 364730101 508 15,900 SH   DFND 1,2,3 15,900 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 296 11,700 SH   DFND 1,2,3 11,700 0 0
GENPACT LTD COMMON STOCK B23DBK6 112 5,900 SH   DFND 1,2,3 5,900 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 4,695 1,322,600 SH   DFND 1,2,3 1,322,600 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 46,772 496,207 SH   DFND 1,2,3 496,207 0 0
GOLAR LNG LTD (USD) COMMON STOCK 2367963 4,548 124,700 SH   DFND 1,2,3 124,700 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 57,955 299,000 SH   DFND 1,2,3 299,000 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 14,384 27,105 SH   DFND 1,2,3 27,105 0 0
GRANA Y MONTERO SAA ADR COMMON STOCK 38500P208 3,293 260,500 SH   DFND 1,2,3 260,500 0 0
HALLIBURTON CO COMMON STOCK 406216101 5,221 132,752 SH   DFND 1,2,3 132,752 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 17,330 417,700 SH   DFND 1,2,3 417,700 0 0
HOME DEPOT INC COMMON STOCK 437076102 10,014 95,400 SH   DFND 1,2,3 95,400 0 0
HUMANA INC COMMON STOCK 444859102 201 1,400 SH   DFND 1,2,3 1,400 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 39,235 3,397,000 SH   DFND 1,2,3 3,397,000 0 0
IDEX CORP COMMON STOCK 45167R104 7,562 97,144 SH   DFND 1,2,3 97,144 0 0
INCYTE CORP COMMON STOCK 45337C102 31,507 430,947 SH   DFND 1,2,3 430,947 0 0
INFOSYS LTD ADR COMMON STOCK 456788108 13,918 442,400 SH   DFND 1,2,3 442,400 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,102 36,945 SH   DFND 1,2,3 36,945 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 462846106 5,475 141,618 SH   DFND 1,2,3 141,618 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 13,081 1,005,472 SH   DFND 1,2,3 1,005,472 0 0
JABIL CIRCUIT INC COMMON STOCK 466313103 4,170 191,000 SH   DFND 1,2,3 191,000 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 14,134 225,858 SH   DFND 1,2,3 225,858 0 0
KINDER MORGAN INC COMMON STOCK 49456B101 698 16,500 SH   DFND 1,2,3 16,500 0 0
LENNAR CORP CL A COMMON STOCK 526057104 85 1,900 SH   DFND 1,2,3 1,900 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK B8W6766 11,041 219,909 SH   DFND 1,2,3 219,909 0 0
LIBERTY GLOBAL PLC CL C COMMON STOCK B8W67B1 359 7,423 SH   DFND 1,2,3 7,423 0 0
LULULEMON ATHLETICA INC COMMON STOCK 550021109 6,968 124,900 SH   DFND 1,2,3 124,900 0 0
LYONDELLBASELL INDUSTRIES NV COMMON STOCK B3SPXZ3 429 5,400 SH   DFND 1,2,3 5,400 0 0
MARSH & MCLENNAN COMPANIES INC COMMON STOCK 571748102 19,914 347,900 SH   DFND 1,2,3 347,900 0 0
MELCO CROWN ENTERTAINMENT LTD ADR COMMON STOCK 585464100 32,418 1,276,300 SH   DFND 1,2,3 1,276,300 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 4,060 31,800 SH   DFND 1,2,3 31,800 0 0
MERCK & CO INC COMMON STOCK 58933Y105 15,322 269,800 SH   DFND 1,2,3 269,800 0 0
MERCURY GENERAL CORP COMMON STOCK 589400100 477 8,420 SH   DFND 1,2,3 8,420 0 0
MICROSOFT CORP COMMON STOCK 594918104 25,304 544,760 SH   DFND 1,2,3 544,760 0 0
MINDRAY MEDICAL INTL LTD CL A ADR COMMON STOCK 602675100 5,423 205,400 SH   DFND 1,2,3 205,400 0 0
MOBILE TELESYSTEMS OJSC ADR COMMON STOCK 607409109 4,617 643,100 SH   DFND 1,2,3 643,100 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 1,893 52,100 SH   DFND 1,2,3 52,100 0 0
MONSANTO CO COMMON STOCK 61166W101 11,135 93,200 SH   DFND 1,2,3 93,200 0 0
MOSAIC COMPANY (THE) COMMON STOCK 61945C103 3,716 81,400 SH   DFND 1,2,3 81,400 0 0
NETAPP INC COMMON STOCK 64110D104 2,417 58,300 SH   DFND 1,2,3 58,300 0 0
NEW ORIENTAL EDU & TECH GRP INC ADR COMMON STOCK 647581107 2,819 138,100 SH   DFND 1,2,3 138,100 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 21,923 575,550 SH   DFND 1,2,3 575,550 0 0
NIELSEN NV COMMON STOCK B4NTRF5 23,273 520,300 SH   DFND 1,2,3 520,300 0 0
NIKE INC CL B COMMON STOCK 654106103 96 1,000 SH   DFND 1,2,3 1,000 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 11,214 236,430 SH   DFND 1,2,3 236,430 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 362 3,300 SH   DFND 1,2,3 3,300 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK B9CGTC3 1,623 34,700 SH   DFND 1,2,3 34,700 0 0
NOVARTIS AG NAMEN ADR COMMON STOCK 66987V109 108 1,165 SH   DFND 1,2,3 1,165 0 0
NUCOR CORP COMMON STOCK 670346105 276 5,625 SH   DFND 1,2,3 5,625 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 3,637 359,000 SH   DFND 1,2,3 359,000 0 0
ORACLE CORP COMMON STOCK 68389X105 9,403 209,100 SH   DFND 1,2,3 209,100 0 0
PACWEST BANCORP COMMON STOCK 695263103 245 5,400 SH   DFND 1,2,3 5,400 0 0
PAYCHEX INC COMMON STOCK 704326107 665 14,400 SH   DFND 1,2,3 14,400 0 0
PFIZER INC COMMON STOCK 717081103 1,311 42,100 SH   DFND 1,2,3 42,100 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 14,438 177,266 SH   DFND 1,2,3 177,266 0 0
PHILIPPINE LDTEL ADR COMMON STOCK 718252604 323 5,100 SH   DFND 1,2,3 5,100 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 639 7,000 SH   DFND 1,2,3 7,000 0 0
POLYPORE INTERNATIONAL INC COMMON STOCK 73179V103 12,458 264,780 SH   DFND 1,2,3 264,780 0 0
PRAXAIR INC COMMON STOCK 74005P104 13,487 104,100 SH   DFND 1,2,3 104,100 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 15,221 167,100 SH   DFND 1,2,3 167,100 0 0
PUMA BIOTECHNOLOGY INC COMMON STOCK 74587V107 10,164 53,700 SH   DFND 1,2,3 53,700 0 0
QUALCOMM INC COMMON STOCK 747525103 156 2,100 SH   DFND 1,2,3 2,100 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 724 10,800 SH   DFND 1,2,3 10,800 0 0
RECEPTOS INC COMMON STOCK 756207106 17,029 139,000 SH   DFND 1,2,3 139,000 0 0
REYNOLDS AMERICAN INC COMMON STOCK 761713106 392 6,100 SH   DFND 1,2,3 6,100 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK 2754907 15,794 191,600 SH   DFND 1,2,3 191,600 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 19,626 229,782 SH   DFND 1,2,3 229,782 0 0
SEADRILL LTD COMMON STOCK B09RMQ1 6,632 575,005 SH   DFND 1,2,3 575,005 0 0
SEADRILL LTD (USD) COMMON STOCK B0HWHV8 2,570 215,228 SH   DFND 1,2,3 215,228 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 82968B103 538 153,600 SH   DFND 1,2,3 153,600 0 0
SK TELECOM CO LTD ADR COMMON STOCK 78440P108 30 1,100 SH   DFND 1,2,3 1,100 0 0
ST JUDE MEDICAL COMMON STOCK 790849103 8,921 137,190 SH   DFND 1,2,3 137,190 0 0
STARBUCKS CORP COMMON STOCK 855244109 19,217 234,213 SH   DFND 1,2,3 234,213 0 0
SUN LIFE FINANCIAL INC COMMON STOCK 866796105 192 5,300 SH   DFND 1,2,3 5,300 0 0
SYNCHRONY FINANCIAL COMMON STOCK 87165B103 6,250 210,100 SH   DFND 1,2,3 210,100 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 5,348 63,100 SH   DFND 1,2,3 63,100 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 9,377 419,000 SH   DFND 1,2,3 419,000 0 0
TENARIS SA ADR COMMON STOCK 88031M109 15,660 518,360 SH   DFND 1,2,3 518,360 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 850 15,900 SH   DFND 1,2,3 15,900 0 0
TIFFANY & CO COMMON STOCK 886547108 566 5,300 SH   DFND 1,2,3 5,300 0 0
TIM PARTICIPACOES SA ON ADR COMMON STOCK 88706P205 689 31,000 SH   DFND 1,2,3 31,000 0 0
TOWERS WATSON & CO CL A COMMON STOCK 891894107 3,927 34,700 SH   DFND 1,2,3 34,700 0 0
UMPQUA HOLDINGS CORP COMMON STOCK 904214103 1,405 82,600 SH   DFND 1,2,3 82,600 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 3,508 30,500 SH   DFND 1,2,3 30,500 0 0
VALE SA ON ADR COMMON STOCK 91912E105 35,521 4,342,400 SH   DFND 1,2,3 4,342,400 0 0
VALE SA PNA ADR COMMON STOCK 91912E204 6,136 845,200 SH   DFND 1,2,3 845,200 0 0
VERISIGN INC COMMON STOCK 92343E102 10,394 182,350 SH   DFND 1,2,3 182,350 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2,166 46,275 SH   DFND 1,2,3 46,275 0 0
VISA INC CL A COMMON STOCK 92826C839 25,138 95,875 SH   DFND 1,2,3 95,875 0 0
WASTE CONNECTIONS INC COMMON STOCK 941053100 238 5,400 SH   DFND 1,2,3 5,400 0 0
WELLS FARGO & CO COMMON STOCK 949746101 27,750 506,200 SH   DFND 1,2,3 506,200 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 18,115 93,500 SH   DFND 1,2,3 93,500 0 0
XILINX INC COMMON STOCK 983919101 7,013 162,000 SH   DFND 1,2,3 162,000 0 0
XOOM CORP COMMON STOCK 98419Q101 5,579 318,600 SH   DFND 1,2,3 318,600 0 0
YANDEX NV A COMMON STOCK B5BSZB3 23,064 1,284,211 SH   DFND 1,2,3 1,284,211 0 0
YPF SOCIEDAD ANONIMA D ADR COMMON STOCK 984245100 27,124 1,024,700 SH   DFND 1,2,3 1,024,700 0 0